TCI Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

TCI Wealth Advisors’s Portfolio FBND Stock Details FBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-335	Closed	-$15.4K	–	895
2023 Q1	$15.4K	Hold	335	–	–	﹤0.01%	841
2022 Q4	$15.1K	Hold	335	–	–	﹤0.01%	831
2022 Q3	$15K	Hold	335	–	–	﹤0.01%	794
2022 Q2	$16K	Hold	335	–	–	﹤0.01%	731
2022 Q1	$17K	Hold	335	–	–	﹤0.01%	761
2021 Q4	$18K	Sell	335 -100	-23%	-$5.31K	﹤0.01%	758
2021 Q3	$23K	Buy	435 +100	+30%	+$5.36K	﹤0.01%	625
2021 Q2	$18K	Hold	335	–	–	﹤0.01%	647
2021 Q1	$18K	Hold	335	–	–	0.01%	603
2020 Q4	$18K	Hold	335	–	–	0.01%	515
2020 Q3	$18K	Hold	335	–	–	0.01%	467
2020 Q2	$18K	Buy	+335	New	+$17.8K	0.01%	463

Other funds holding FBND

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCI Wealth Advisors's FBND Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Fidelity Total Bond ETF (FBND) in Q2 2023, closing a stake of 335 shares — an estimated $15.4K sold.

TCI Wealth Advisors first reported a position in FBND in Q2 2020 and held it in 12 quarters. The position peaked at $23K in Q3 2021. 322 funds tracked by Wall St. Rank hold FBND as of Q2 2023.

TCI Wealth Advisors reported no remaining Fidelity Total Bond ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 335 Fidelity Total Bond ETF shares in Q2 2023, an estimated $15.4K.
TCI Wealth Advisors first reported a position in Fidelity Total Bond ETF in Q2 2020 and held it in 12 quarters.
TCI Wealth Advisors's Fidelity Total Bond ETF position peaked at $23K in Q3 2021.
322 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.